WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in SLF — Sun Life Financial Inc

CIK 1632972 PLYMOUTH, MN

Position in SLF

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,672,541

+$297,911 QoQ

Shares Held

21,328

-2.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#186

of 492 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $449,780,459 across 7 Insurance - Diversified names. SLF ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	723,113	$361,838,514
2	HIG	Hartford Insurance Group, Inc.	302,226	$40,050,989
3	ACGL	Arch Capital Group Ltd.	385,850	$37,450,601
4	AIG	American International Group, Inc.	108,703	$8,101,634
5	SLF	Sun Life Financial Inc This page	21,328	$1,672,541
6	PLGO	Pelagos Insurance Capital Ltd	14,457	$352,027
7	AEG	Aegon Ltd.	37,222	$314,153

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,672,541	21,328	-2.9%	Shares	Sole	2026-07-15
2026-03-31	$1,374,630	21,973	+70.1%	Shares	Sole	2026-04-08
2025-12-31	$805,958	12,916	+1.7%	Shares	Sole	2026-01-08
2025-09-30	$762,020	12,694	+21.5%	Shares	Sole	2025-10-29
2025-06-30	$694,003	10,444	+2.2%	Shares	Sole	2025-07-10
2025-03-31	$585,197	10,220	+57.8%	Shares	Sole	2025-04-16
2024-09-30	$375,737	6,476	-1.6%	Shares	Sole	2024-10-24
2024-06-30	$322,550	6,584	+0.9%	Shares	Sole	2024-07-16
2024-03-31	$356,189	6,526	-3.9%	Shares	Sole	2024-04-15
2023-12-31	$352,233	6,792	-3.4%	Shares	Sole	2024-01-30
2023-09-30	$343,210	7,033	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.